Client Reports - Legend & Field Descriptions

The attached report is entitled, “Facilities Projects (In Process Or On Hold) By Funding Status”; and so this particular project list is sorted first by projects that are Funded, and then by projects that are Not Yet Funded. Furthermore, if a project has an “On Hold” status, then it will be marked with a “(H)” to the left of the corresponding project number.

As you will note, each of these projects list the Department if applicable within your college/school or otherwise, for which the project originated and/or the work is focused. However, these projects are sorted by the various groups within Facilities for which they are currently assigned. At present, those groups within Facilities and their respective leads are as follows:

DES Design Services (lead: Mark Aderholdt)
PM Project Management (lead: Scott Fuller)
PC Project Construction (In‐house) (lead: Burl Sumlin)
UA University Architect (lead: Greg Parsons)
CPSM Campus Planning & Space Management (lead: Tom Tillman)
M&O Maintenance & Operations (lead: Lloyd Albert & Joe Lewis)
UTIL Utilities & Energy Management (lead: Mike Harris)
PIF Project Initiation Phase (newly submitted projects) (lead: Dan Berry)

Following these various groups, the projects will lastly be sorted by a Project Number, which is a sequential number identifying each project by the calendar year (first 2 digits) and then by the order of its original submission/initiation (last 3 digits).

Beyond the Project Number, a project is also identified by the Project Name; which identifies that specific project generally by the building/location, room/area, and then by a brief description of the specific work to be done.

In addition, adjacent to each of the Project Numbers, the Project Phase for that specific project is noted. At present, there are five phases that each project will progress through before it is closed out entirely. Those phases are as follows: (1) Initiation; (2) Planning; (3) Design; (4) Construction; and (5) Closeout.

Respective to each of these projects, you will also find the Project Lead stacked together along with the Project Scoper. Noted first, the Project Lead is the primary individual within Facilities that has been assigned to that specific project. Typically, the Project Lead will be the individual mostly involved with the Design and/or Construction phases of the project; however, in the earlier stages of a project, the same or a different individual may be listed as the Project Scoper.

Therefore, the Project Scoper is the individual within Facilities that has been assigned to a project in the earlier stages after a PIF hs been submitted. The Project Scoper is to define the project requirements, develop a scope of work, develop a budget, and secure all necessary approvals before the project moves forward into either the Design and/or Construction phases.

This report also displays the Total Budget, which if funded, is the total amount as approved for that specific project. This number and status will only be reported once an official project budget has been submitted and approved by the client; and the funds have been dedicated thereof.

The remaining four fields are all date fields, which are identified as follows:

Cust Requested Comp Date A date indentified by the client as a desired date for project completion.

Scope Comp Stacked over the CE Sent/App date, the Scope Completion date is on top; and if listed, is the date the scope has been reported as being complete and ready for estimation.

CE Sent/App Stacked below, the Conceptual Estimate Sent/Approved date is first listed when the CE is sent to the client for approval; and if an (A) appears next to date, then it has the client’s approval.

DES Target Comp Date A date identified by Design Services as the target date for completion of the design portion.

Const Target Comp Date A date identified by Project Management and/or Project Construction as the target date for completion of the project construction. This will likely be the substantial complete date.

This report also includes the three most current Notes for that particular project as extracted from the project database. These notes may be general, all‐encompassing or they may be specific to a particular issue or topic.

Last Updated: Jan 24, 2011